Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.29M Sell
2025
Q2
$2.69M Buy
2025
Q1
$528K Sell
2024
Q4
$482K Sell
2024
Q3
$680K Sell
2024
Q2
$2.55M Buy
2024
Q1
$860K Sell
2023
Q4
$6.48M Buy
2023
Q3
$5.36M Sell
2023
Q2
$8.02M Buy
2023
Q1
$5.1M Sell
2022
Q4
$6.39M Sell
2022
Q3
$5.66M Buy
2022
Q2
$6.26M Sell
2022
Q1
$7.14M Sell
2021
Q4
$7.86M Sell
2021
Q3
$8.69M Sell
2021
Q2
$9.2M Sell
2021
Q1
$8.78M Sell
2020
Q4
$9.57M Sell
2020
Q3
$9.31M Sell
2020
Q2
$9.31M Buy
2020
Q1
$7.76M Buy